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Bristol-Myers Squibb
BMY

Overview Fund Activity

2,588 hedge funds and large institutions have $116B invested in Bristol-Myers Squibb in 2022 Q4 according to their latest regulatory filings, with 263 funds opening new positions, 1,001 increasing their positions, 962 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,588
Holders Change
+132
Holders Change %
+5.37%
% of All Funds
41.76%
Holding in Top 10
75
Holding in Top 10 Change
-38
Holding in Top 10 Change %
-33.63%
% of All Funds
1.21%
New
263
Increased
1,001
Reduced
962
Closed
86
Calls
$2.26B
Puts
$1.82B
Net Calls
+$440M
Net Calls Change
+$28.5M

Top Buyers

1
Morgan Stanley
Morgan Stanley
New York
+$420M
2
AWA
Arete Wealth Advisors
Illinois
+$282M
3
Boston Partners
Boston Partners
Massachusetts
+$261M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$219M
5
Citadel Advisors
Citadel Advisors
Florida
+$206M

Top Sellers

1
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.76B
2
Fidelity Investments
Fidelity Investments
Massachusetts
-$776M
3
Janus Henderson Group
Janus Henderson Group
United Kingdom
-$629M
4
Franklin Resources
Franklin Resources
California
-$429M
5
Bank of America
Bank of America
North Carolina
-$364M
Name Holding Trade Value Shares
Change 		Shares
Change %
LSAG
1426
Lake Street Advisors Group
New Hampshire
$966K +$40.5K +563 +4%
MSFS
1427
Main Street Financial Solutions
Pennsylvania
$965K -$168K -2,339 -15%
BIM
1428
Bridges Investment Management
Nebraska
$965K -$147K -2,050 -13%
NICM
1429
Neo Ivy Capital Management
New York
$964K +$964K +13,404 New
SFG
1430
Sovereign Financial Group
Connecticut
$962K +$105K +1,457 +12%
HCM
1431
Hodges Capital Management
Texas
$960K -$339K -4,711 -26%
EWM
1432
Elmwood Wealth Management
California
$960K -$25.2K -350 -3%
WE
1433
Wealth Effects
Massachusetts
$959K -$122K -1,699 -11%
RGI
1434
River Global Investors
United Kingdom
$956K -$104K -1,450 -10%
CRC
1435
Curi RMB Capital
Illinois
$955K -$56.1K -780 -6%
CB
1436
Centennial Bank
Arkansas
$954K +$954K +13,258 New
CFA
1437
Camarda Financial Advisors
Florida
$949K +$315K +4,377 +50%
ACS
1438
Archford Capital Strategies
Illinois
$946K +$648 +9 +0.1%
RFG
1439
Range Financial Group
Oregon
$940K +$4.82K +67 +0.5%
NHT
1440
New Hampshire Trust
New Hampshire
$935K +$935K +12,992 New
BBNA
1441
Bremer Bank National Association
Minnesota
$934K -$166K -2,303 -15%
IIM
1442
InTrack Investment Management
Vermont
$933K -$373K -5,187 -29%
CPIA
1443
Cornell Pochily Investment Advisors
New York
$925K -$38.6K -537 -4%
SCM
1444
Schnieders Capital Management
California
$924K – – –
CS
1445
Cannell & Spears
New York
$923K +$18K +250 +2%
SCM
1446
SOL Capital Management
Maryland
$920K -$10.1K -140 -1%
EI
1447
Ellevest Inc
New York
$919K +$77.6K +1,078 +9%
CA
1448
CapWealth Advisors
Tennessee
$918K – – –
LPIC
1449
LeJeune Puetz Investment Counsel
Michigan
$918K – – –
PWP
1450
Principle Wealth Partners
Connecticut
$913K -$791 -11 -0.1%
56 57
58
59 60